Presented by: Brian Storrs, CPA of Intuitive-TEK

Certified Consulting Partner for Adaptive Insights

Top Partner Award: 2010, 2011, 2012, 2013

Run by Former AccountantsCPAs and former accountants Budgeting & Reporting Industry Experts30 years of software consulting experience

Headquartered in Lakewood, Colorado

3© 2014 Adaptive Insights | Confidential & Proprietary

2,300customer

s

200+partner

s

50%+growth

85countries

#1 share

Our cloud business analytics platform empowers management teams to transform their planning, reporting, consolidations

and analysis – improving productivity, costs & decisions.

THE GLOBAL LEADER IN CLOUD BI & CPM

4© 2014 Adaptive Insights | Confidential & Proprietary

2,300 Customers Worldwide

Manufacturing Healthcare Non-Profit/Edu

OtherConsumer

Software

Financial SvcsMedia

5© 2014 Adaptive Insights | Confidential & Proprietary

PlanningBudgeting, Forecasting, What-if’s

AnalysisData Combo, Financial Reporting, Variance Analysis

VisualizationDashboards, Alerts, Financial and Non-Financial Data

BudgetingForecastingWhat if Scenarios

Combine the Data in One PlaceFinancial ReportingVariance Analysis

DashboardsAlertsFinancial and Non-Financial Data

Surprising StatisticsBudget Tools Used64% of companies use spreadsheets

TimeFinance departments spend 26% of their time on budgeting and planning processes related to spreadsheets

CFOs spend 22% of their time on budgeting, planning, periodic reviews, and related processes

Ventana Research

“More than 90% of spreadsheets contain

serious errors, while more than 90% of spreadsheet users are convinced that

their models are error-free.”

Talking Technology, Spreadsheet Solutions, May 2008

What Most Companies Use

Economy and market are volatile

Snapshots do not show the whole pictureFP&A Manager using Excel

November 2008 – All is GREAT! Revenue and Profits are up!

June 2009 – Sky is Falling again!December 2009 – Looking better. But what happens next?

The budget has become a step in the planning process

Planning year-round allows you to…Look backwards and forwardsCompare Budget to ActualMake mid-year adjustments

Continuous Planning Methodology!

Budgeting, Planning, Reporting have moved beyond just the Finance Department

Companies want people to work together more easily

Online: Available ANYTIME, ANYWHEREDrive greater alignment around plans, goals and objectivesFacilitate broader, deeper, more transparent participation

“Last Year Comparison” is not enough

Why?Market volatility reduces value of prior activity as basis for future planningManagers don’t just manage numbers and $

Companies using more realistic driversHow many people?How many widgets will you sell?How much depreciation will truly hit?

Model based methodology = realistic

Huge Spreadsheets are born and grow and grow and grow………………!

Software as a Service (SaaS) Advantages:No IT SupportFaster DeploymentLower Risk – Cleaner deployments Higher Customer Satisfaction – Gartner says so

Adaptive Planning Implementation Process

Data Integration (mapping, import, validation) and Customer Model Review